SCA

Southern Capital Advisors Portfolio holdings

AUM $196M
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$949K
3
+$555K
4
BA icon
Boeing
BA
+$502K
5
MSFT icon
Microsoft
MSFT
+$485K

Top Sells

1
+$1.79M
2
+$374K
3
+$282K
4
MMM icon
3M
MMM
+$232K
5
NVDL icon
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
+$230K

Sector Composition

1 Industrials 8.96%
2 Technology 8.32%
3 Consumer Staples 4.05%
4 Financials 2.81%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,220
77
– –
-2,273
78
– –
-2,273
79
– –
-3,300
80
– –
-6,844
1 2 3
4